Photo Credit: courtesy
Doug Goldstein

Doug Goldstein, CFP® and director of Profile Investment Services Ltd., and Ron Zalben, CPA, discuss the process of claiming assets after a loved one’s passing. In Israel, a beneficiary needs a transfer certificate. Ron explains what a transfer certificate is and how you go about getting one. He also explains why they are important and what a beneficiary can expect during the process.

The Goldstein on Gelt Show covers issues related to giving and receiving an inheritance. When you inherit assets from loved ones in America, it makes sense to keep those assets in the U.S. However, if you live overseas, having a U.S. brokerage account is a problem. Doug goes step-by-step through the process of opening a U.S. brokerage account when you don’t live in the U.S. Doug has created a free checklist to keep the legal tape of inheritance in check. Download the free resource in today’s show notes.

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Douglas Goldstein, CFP®, is the director of Profile Investment Services, Ltd, a financial planning and investment services firm specializing in working with Americans living in Israel who have investment accounts in America. He is a licensed financial professional both in the U.S. and Israel. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Accounts held at Pershing LLC., Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation. Neither Profile nor PRG gives tax or legal advice. Before immigrating to Israel, it is advisable to consult with a tax attorney who is knowledgeable about Israeli law. Contact at doug@profile-financial.com